MIT Fiscal Ltd
'We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!'
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Last authorised 1st March 2021
Meet our advisers
Mr Mark Werner IMC FPFS
CHARTERED FINANCIAL PLANNER
Mr Brian Filburn Dip PFS
What our clients say
I was highly recommended to contact MIT Fiscal on a potentially complicated pension situation and within minutes of first meeting Mark and Brian I could understand why. Their undoubted expertise was immediately obvious and their advice (based upon clear and easy to understand financial modelling) during subsequent discussions has made it very clear as to the decisions I had to make. However, what has struck me most is their approach in that they are not interested in making short term financial gains from any client, they want to build a lasting relationship and in the world of Finance I have found that to be an extremely refreshing approach. I cannot recommend them highly enough.
A fabulous experience as a first contact with MIT Fiscal on 27th May - complicated topics translated into clear explanations, in a language that is understandable to them average man or woman in the street’!
Provided knowledge on pensions that helped you arrive at your own conclusions about the best way to plan & prepare for the future.
You left the consultation with a confidence about your future working with practical and deliverable plans & solutions.
The speed of response to outstanding questions was also delivered ahead of deadlines and again provided investment options where you felt a shared ownership of the final outcome.
We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!
We help deliver quality financial planning advice to individuals and small businesses. We will listen to you and help to improve your financial situation now and in the future. We believe in being fair and honest with our clients, as well as offering good value for money. We will ensure that you understand our recommendations without the use of jargon.
We are committed to offering clients the highest quality of advice, so that they can define, plan and achieve their financial and life goals
Where to find us
Head office address: Suite 5 Haviland House,, 17 Cobham Rd, Ferndown, Dorset, BH21 7PE
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Online (Live chat, video, email)
Face to face